Prepopulate the fields while creating child case

[Manisha30]

Hi All,

We have a requirement to prepopulate the opened for with parent Assigned to field while trying to create a child HR case from HR Agent Workspace.

Tried creating a Business rule before insert, but it is happening after creating the case not while creating or while loading. 

Can someone provide your expertise over here?

Thanks in Advance!!!

Manisha

[Ankur Bawiskar]

@Manisha30 

this is for fresh HR case creation.

but you said you are creating child HR case from parent.

how are you doing that?

[Manisha30]

@Ankur Bawiskar - this is the screenshot of child case creation from parent, i have removed the opened for and subject person which are prepolated from parent, due to security reasons.

[Ankur Bawiskar · Accepted solution]

@Manisha30 

so on case creation page you want that to be auto-populated?

I doubt this is feasible as onLoad won't work on case creation

You might have to play with that case creation page by making a duplicate variant of it and then handle the auto population

Lot of customization, I will recommend to avoid and reduce the technical debt

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Manisha30]

Yes, we want it on case creation page.

But yeah, thanks for your quick responses and recommendation @Ankur Bawiskar